In This Issue

Past Newsletters

Local and Other News

Newsletter Subscriptions

Be the first to know about new products, services, health care reform and more by subscribing to our newsletter. Visit our Profile and Preference Center to sign up today.


United Advantage Self-funded Concepts and Underwriting Training Scheduled

October 18, 2017

Join us Jan. 10-12 in Salt Lake City for the Introduction to Self-funded Concepts and Underwriting Training program.

This day and a half class covers self-funded concepts and underwriting to provide sales professionals with self-funded terminology and the knowledge to discuss and position: Administrative claims, stop loss, cash flow, performance guarantees, fully insured and self-funded comparison proposals, and pharmacy rebate products and services that are unique to self-funding

As a result of attending this workshop, attendees will have the skills and knowledge to evaluate, discuss and present self-funded product options to your customers.  A sample course outline is available for review on  

Who Should Attend             
Available on a first come, first served basis, attendees who get the most out of the program:

  • Have a very strong fully insured background.
  • Limited knowledge of self-funded arrangements.
  • In a sales or account management position.

Continuing Education Credits*
This course offers Continuing Education (CE) credits. Credit amounts vary by state, but generally run between 6-12 credit hours. In order to file credits with your respective Department of Insurance, we require the following informational during registration process:

  • Name your license is filed under
  • Broker license number
  • Email address 

Registration Deadlines
To register or for more program details about the Minneapolis self-funding coure, visit and choose Self-funded underwriting. 

  • Registration deadline is Dec. 15. NOTE: Travel plus hotel expense for the 1½ days course are the agency’s responsibility.  

Need your United Advantage agency ID number? Email us at View the 2017 Training and Education Calendar to learn more about United Advantage programs and opportunities.

*Credits are not available in all states. Eligibility and number of credits vary by state. 


January 1, 2018 PDL Updates

The following updates will take effect for the OptumRx direct Prescription Drug Lists (PDLs) on January 1, 2018. Learn more

New Sales Automation Management Tool

Check out our new Sales Automation Management (SAM). Learn more

UnitedHealth Group News

Visit our newsroom for the latest about programs, reports and initiatives designed to help people live healthier lives.